|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.8M
|
-$623K
|
-27,163
|
-3%
|
|
|
2
|
|
$8.59M
|
+$1.16M
|
+50,543
|
+15%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.45M
|
-$1.11M
|
-48,516
|
-12%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.96M
|
+$5.98M
|
+260,755
|
+287%
|
|
|
5
|
Prentice Wealth Management
Rochester,
New York
|
$6.86M
|
+$491K
|
+21,390
|
+8%
|
|
|
6
|
Secure Asset Management
Troy,
Michigan
|
$5.92M
|
+$1.02M
|
+44,274
|
+20%
|
|
|
7
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$5.79M
|
+$2.78M
|
+121,139
|
+90%
|
|
|
8
|
Quotient Wealth Partners
Dallas,
Texas
|
$5.65M
|
+$163K
|
+7,112
|
+3%
|
|
|
9
|
Forte Asset Management
Bedford,
New York
|
$5.49M
|
+$3.61M
|
+157,458
|
+185%
|
|
|
10
|
Trust Company
Manhattan,
Kansas
|
$5.22M
|
-$1.61M
|
-70,322
|
-23%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.86M
|
+$2.18M
|
+94,942
|
+126%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$3.19M
|
-$2.91M
|
-127,075
|
-47%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$2.68M
|
+$177K
|
+7,702
|
+7%
|
|
|
14
|
IHT Wealth Management
Chicago,
Illinois
|
$2.63M
|
+$493K
|
+21,499
|
+23%
|
|
|
15
|
FourThought Financial Partners
Venice,
Florida
|
$2.59M
|
-$122K
|
-5,302
|
-4%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.46M
|
+$843K
|
+36,736
|
+51%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$2.18M
|
+$182K
|
+7,949
|
+9%
|
|
|
18
|
Beta Wealth Group
San Diego,
California
|
$1.97M
|
+$88.8K
|
+3,872
|
+5%
|
|
|
19
|
|
$1.86M
|
-$1.49M
|
-64,783
|
-44%
|
|
|
20
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.73M
|
+$8.6K
|
+375
|
+0.5%
|
|
|
21
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.53M
|
+$1.55M
|
+67,570
|
New
|
|
|
22
|
Helen Stephens Group
Fort Worth,
Texas
|
$1.37M
|
+$56.8K
|
+2,476
|
+4%
|
|
|
23
|
Flow Traders U.S.
New York
|
$1.13M
|
+$1.15M
|
+49,935
|
New
|
|
|
24
|
Natixis Advisors
Boston,
Massachusetts
|
$1.1M
|
+$200K
|
+8,717
|
+22%
|
|
|
25
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.09M
|
-$54.9K
|
-2,392
|
-5%
|
|
